AdvicePeriod’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.69M | Sell |
14,902
-340
| -2% | -$38.5K | 0.11% | 60 |
|
|
2021
Q1 | $1.56M | Buy |
15,242
+430
| +3% | +$43.9K | 0.11% | 57 |
|
|
2020
Q4 | $1.52M | Hold |
14,812
| – | – | 0.12% | 56 |
|
|
2020
Q3 | $1.28M | Sell |
14,812
-1,770
| -11% | -$153K | 0.12% | 59 |
|
|
2020
Q2 | $1.31M | Sell |
16,582
-320
| -2% | -$25.3K | 0.14% | 54 |
|
|
2020
Q1 | $1.03M | Sell |
16,902
-1,558
| -8% | -$94.8K | 0.11% | 66 |
|
|
2019
Q4 | $1.41M | Sell |
18,460
-314
| -2% | -$24K | 0.12% | 61 |
|
|
2019
Q3 | $1.33M | Sell |
18,774
-2,168
| -10% | -$153K | 0.12% | 58 |
|
|
2019
Q2 | $1.49M | Buy |
20,942
+4,176
| +25% | +$298K | 0.14% | 58 |
|
|
2019
Q1 | $1.14M | Buy |
16,766
+1,074
| +7% | +$72.8K | 0.11% | 64 |
|
|
2018
Q4 | $892K | Buy |
15,692
+520
| +3% | +$29.6K | 0.1% | 63 |
|
|
2018
Q3 | $1.03M | Buy |
15,172
+508
| +3% | +$34.5K | 0.11% | 59 |
|
|
2018
Q2 | $929K | Buy |
14,664
+2,818
| +24% | +$179K | 0.15% | 48 |
|
|
2018
Q1 | $728K | Buy |
11,846
+1,928
| +19% | +$118K | 0.13% | 52 |
|
|
2017
Q4 | $598K | Buy |
+9,918
| New | +$598K | 0.11% | 53 |
|